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23 results for Wills
09 May 2024

Advising the families of children with special educational needs and disabilities

Lecture

In this Insurance Institute of London (IIL) financial planning webinar, Rhiannon Gogh FPFS, Chartered Financial Adviser, PlanIt Future Financial Limited, shared her experiences of the unique financial planning needs of the carers of children with additional needs and how government work in this a...
05 February 2025

Tax year-end planning

Lecture

In this Insurance Institute of London (IIL) financial planning webinar, Mark Devlin FPFS, Senior Technical Manager, M&G Wealth, looked at pension funding for those pre, approaching and in retirement. For those with one eye on the frozen Inheritance Tax (IHT) allowances, Mark looked at the mai...
Member only
09 April 2024

Digital legacy planning

Lecture

In this Insurance Institute of London (IIL) financial planning webinar, Edward Grant FPFS, Director, Technical Connection, gave an overview of digital legacy planning and considers what we can do to build a robust digital legacy plan for ourselves and nudge our clients too.
Member only
12 March 2024

Supporting vulnerable clients – putting theory into practice

Lecture

In this Insurance Institute of London (IIL) financial planning webinar, Richard Higgs, SOLLA Accredited Chartered Independent Financial Planner, Harold Stephens, Adam Johnson, Director, St. James's Place Wealth Management, and Ruth Power, Director of Business Development, Financial Management Bur...
Member only
07 April 2020

Estate planning during coronavirus

Technical article

Here we look at estate planning during the time of the coronavirus outbreak.
02 October 2018

Ensuring trusts and other documents are legally valid

Technical Article

Over the last two months we have been considering the question of whether there are simpler alternatives to using a trust. We addressed the possibility of using statutory trusts and designations and outlined the possibility of using contract law instead of a trust. We also looked at whether there...
13 April 2017

Will planning in the era of the residence nil rate band

News

As surely everybody knows by now, for deaths occurring after 5 April 2017 an additional IHT allowance is available in respect of a residence which the testator owns or has owned in the past. 
07 May 2020

Estate planning during coronavirus - Part II

Technical article

Here we delve further into estate planning during the time of the coronavirus outbreak in part II. 
23 March 2023

Intergenerational financial planning – a solicitor’s perspective

Lecture

In this Insurance Institute of London (IIL) financial planning webinar, Sarah Albury, Senior Associate, Mishcon de Reya LLP, outlined how clients might pass wealth down or across the generations in a tax-efficient manner whilst highlighting some of the obstacles to doing so.
Member only
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